See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,580 | $106,749+57.0% | $145,433+15.2% | $82,448+103.3% |
| Participation rate | 81.3% | 75.6%+5.7pp | 82.1%-0.8pp | 68.1%+13.3pp |
| Annual return | 17.02% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,421 | $3,444+28.3% | $4,554-2.9% | $2,551+73.3% |
| Participant deferral / active EE | $9,741 | $6,519+49.4% | $7,897+23.4% | $4,139+135.3% |
| Admin fee / account holder | $15,786 | $8,390+88.2% | $13,129+20.2% | $7,234+118.2% |